How to assign or change a billing type for a family.
Solution A Billing Type is a way of classifiying an account. Billing Types are assigned to an entire family - that is, if it is changed for one member of the family, it is changed for all members of the family.
Family File method:
1. Open the Family File and select any member of the family (Because only one billing type is allowed per family, changing a billing type for any family member affects the entire family).
2. Double-click the section with the aging (i.e. 0-30, 31-60, 61-90, 91+).
3. At the top of the Billing/Payment Agreement Information window, select the billing type for the patient and click OK.
Ledger method:
1. Open the Ledger and select any member of the family (Because only one billing type is allowed per family, changing a billing type for any family member affects the entire family).
2. Either choose File Billing/Payment Agreement, or click the Billing/Payment Agreement button (icon looks like two hands shaking).
3. At the top of the Billing/Payment Agreement Information window, select the billing type for the patient and click OK.
ADDITIONAL INFORMATION: Occasionally an error may occur where a family is assigned a billing type of zero. If this happens, attempt to change it using one of the above methods. If it cannot be corrected this way, please contact support for assistance.
Click here to learn how to add or change billing types within the database setup.
